Steven Michael Rinn

Countrywide Financial Corp. provides mortgage banking services. It offers ancillary services such as home equity loans and homeowners insurance. The company was founded by Angelo R. Mozilo and David S. Loeb in 1969 and is headquartered in Simi Valley, CA.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

National Western Life Insurance Co. provides insurance products. It offers individual whole and term life insurance including supplementary riders and annuities. The company was founded in 1956 and is headquartered in Austin, TX.

Washington Mutual, Inc. provides financial services to consumers and mid sized businesses in the United States. The company primarily operates through three segments: retail banking & financial services, mortgage banking and commercial banking. The retail banking and financial services segment provides investment advisory and brokerage services, sales of annuities, mutual fund management and other financial services. This segment also purchases and re-underwrites loans to subprime borrowers. The mortgage banking segment offers various home loans including fixed rate home loans, adjustable rate home loans, hybrid home loans, option ARMs and government insured or guaranteed home loans. The commercial segment provides financing to developers and investors for the acquisition or construction of multifamily dwellings and other commercial properties, originates and services multifamily and other commercial real estate loans. The company was founded in August 1994 and is headquartered in Seattle, WA.

Osteotech, Inc. develops biologic products for orthopedic, spinal, trauma, neurosurgical, and maxillofacial surgeons for use in surgical procedures. It operates in five segments: demineralized bone matrix, hybrid/synthetic, traditional tissue, spinal allograft, and client services. The company processes, markets, and distributes Xenograft bone tissue products, which are used as bone graft substitutes. The company was founded in 1986 and is headquartered in Eatontown, NJ.

Express Scripts, Inc. provides pharmacy benefit management services The company was founded by Howard L. Waltman in September 1986 and is headquartered in St. Louis, MO.

Madison Asset Management LLC (MAM) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. MAM provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.

Spence-Lingo & Co. Ltd. retails life insurance products and mutual funds. The firm acts as an independent insurance agency, offering annuities as well as life, long term care, disability income, and health insurance to individuals, small businesses, and institutions. The company was founded on June 1, 2007 and is headquartered in Atlanta, GA.

American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO.

English Helper, Inc. provides software that helps people improve English proficiency. Its products include ReadToMe, firefly, Helper Seriesm and WritingAssistant. The firm's products improve fluency in spoken English, enhance reading skills and comprehension, enrich vocabulary and help learn to write better. The company was founded by Venkat Srinivasan in June 2009 and is headquartered in Dedham, MA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Mutual of Omaha Insurance Co. engages in the provision of insurance and financial products and services. It offers life insurance, disability insurance, long-term care insurance, annuities, critical illness insurance, small business solutions and structured settlements for individuals. The firm?s principal products and services include individual health and accident insurance, individual and group life insurance and annuities, retirement plans, and banking services. The company was founded in 1909 and is headquartered in Omaha, NE.

The Pratt & Whitney Co., Inc. designs, manufactures, and services aircraft engines and auxiliary power units. It offers commercial engine, military engine, and auxiliary power units. The company was founded by Frederick Rentschler in 1925 and is headquartered in East Hartford, CT.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Bharti Telecom Ltd. operates as a holding company with interest in manufacturing telecommunication equipment. It manufactures and distributes telephones and answering machines through its wholly subsidiaries. The company was founded on July 29, 1985 and is headquartered in Gurgaon, India.

Bernzott Capital Advisors (Bernzott) is an independent, SEC-registered asset management firm headquartered in Camarillo, California. The firm was founded by Kevin Bernzott in 1994. Bernzott serves as a money manager for institutional and private clients.

Argus Research Co. (ARC) is a research firm headquartered in New York City and was founded in 1934. The firm is a subsidiary of Argus Research Group, Inc. ARC produces, distributes and markets investment and economic research.

Long Term Care Group, Inc. provides administrative, clinical, and actuarial services for long term care insurance. The company was founded on November 12, 1996 and is headquartered in El Segundo, CA.

Terumo Medical Corp. manufactures and distributes medical products. It offers products through three business divisions: Terumo Interventional Systems, Terumo Medical Products, and Terumo Transfusion Products. The company was founded in 1972 and is based in Somerset, NJ.

America's Health Insurance Plans, Inc. is the national trade association representing the health insurance industry. AHIP's members provide health and supplemental benefits to more than 200 million Americans through employer-sponsored coverage, the individual insurance market, and public programs such as Medicare and Medicaid. AHIP advocates for public policies that expand access to affordable health care coverage to all Americans through a competitive marketplace that fosters choice, quality and innovation. The company is headquartered in Washington, DC.

The Indian Institute of Technology, Madras, is among the foremost of institutes of national importance in higher technological education and in basic and applied research. The Institute, with nearly 360 faculty, 4000 students, 1250 administrative and supporting staff, is a self-contained campus and is located in a beautiful, wooded land of about 250 hectares in South Madras

Philip Morris USA, Inc. makes and markets tobacco goods. Its products include cigarette non-tobacco, cigarette tobacco and flavor ingredients. The company was founded by Philip Morris in 1847 and is headquartered in Richmond, VA.

The Society for Human Resource Management (SHRM) is the world's largest HR association with almost 325,000 members. The non-profit company is based in Alexandria, VA and has subsidiaries in India and the United States. The company aims to create better workplaces and address critical issues affecting society that impact work. Johnny C. Taylor has been the CEO of the company since 2017.

RAGE Frameworks, Inc. provides enterprise mission critical business process automation, cognitive intelligence, and big data solutions. The firm provides enterprise solutions in wealth management and business banking through information products and custom solutions. It offers RAGE LiveWealth, a wealth management service ranging from data aggregation to powerful big data analytics; and RAGE LiveCredit that enables near real time development of solutions for various financing products. The company was founded by Venkat Srinivasan in 2001 and is headquartered in Dedham, MA.

Jacob Ballas Capital India Pvt Ltd. provides private equity advisory services. The company serves as the advisor to the investment managers of India focused private equity funds. Jacob Ballas Capital India was founded by Rajeev Thakore in 1995 and is headquartered in New Delhi, India.

Part of Independence Pet Holdings, Inc., PetPartners, Inc. provides pet health insurance in all 50 states of the US, underwritten by Independence American Insurance Company. PetPartners has been the exclusive provider of pet health insurance protection to registrants of the American Kennel Club through the AKC Pet Insurance brand since 2003. In 2004, the company was selected by the Cat Fanciers Association to provide health insurance to CFA registrants. PetPartners is headquartered in Raleigh, NC, and is the marketer and administrator of pet insurance, providing access to the quality of medical care your pet needs, through the licensed veterinarian of your choice. The company was founded in 2002 by Sir John D. Spurling, a leading British innovator in pet insurance who remains on its board of directors. PetPartners was acquired by Independence Pet Holdings, Inc. from Independence Holding Co. on June 30, 2021.

Fischer Francis Trees & Watts, Inc. provides investment management services. The private company is based in New York.